Steven Rossman
Partner, Armanino Advisory LLC
- Philadelphia
- 267-765-0223
Be patient. It takes time to master anything.
Be patient. It takes time to master anything.
Bio
Steve is a licensed CPA and holds an MT certification, he offers tax compliance services as well as tax planning for individuals and closely held businesses. With over 30 years of experience, Steve frequently works with clients in the legal profession, real estate industry and the medical field.
With his vast knowledge of Opportunity Zones, Steve helps investors and developers take advantage of the federal tax opportunities that are available. Steve also works with law firms to offer advice on financial management while providing individual partners with strategic tax planning services.
Experience
I’ve been in public accounting since 1988, always focused on tax. During my career, I’ve also worked in tax and accounting software implementation and support. Armanino is a firm with a strong tax department and an inclination toward technology. That was the perfect combination for someone with my experience and interests.
Technology and automation will shape the future of all businesses, but they will be especially impactful in the professional services industries. The ability to analyze data to help with decision-making will become critical. Companies need to have accurate information to stay ahead of the curve and make the right choices.
Although I’ve never told her, my wife Tracey is one of the most influential people in my life. Tracey is fearless and she can do anything that she sets out to accomplish. She founded a nonprofit and ran a child transportation business, before Uber even existed, while raising our two sons. In addition to her day job as chief marketing officer at a technology company, Tracey is currently running a health tech startup.
It’s not about putting the numbers on the forms, it’s about the bigger picture of helping clients. Focusing too much on the numbers doesn’t allow you to see the forest through the trees. While the numbers are important, you also need to understand how you can help the team.
Working with dynamic people, both as coworkers and as clients. Helping others solve problems and bringing innovative ideas to the table is fulfilling. But throughout my long career, one of my favorite things has always been sending people birthday text messages to show how much I care.
